Document Management Access by User Role

This help article provides a table showing access within Global, Client, and Employee Documents technology by user role type.

KEY:  

Full Access - View, Move, Rename, Upload, Delete, Edit 

Full Employee Access - View, Rename, Upload, Delete, Edit 

Limited Access - View, Rename, Upload, Edit 

View Only - can see folders but no other access 

No Access - user will not see folder or contents 

Folder Name	Security Access
Employee Documents	Administrator	Manager	Employee
Confidential	Full Access	No Access	No Access
Employee Benefits Documents	Full Access	No Access	View Only
Employee Information	Full Access	No Access	View Only
Employee Uploaded Documents	Full Access	No Access	Full Employee Access
I-9	Limited Access	No Access	View Only
Manager Repository	Full Access	No Access	No Access
Performance Documents	Full Access	Limited Access	View Only
Tax Forms	View Only	View Only	View Only
Company Documents	Administrator	Manager	Employee
Benefit Documents	Full Access	No Access	View Only
Company HR & Payroll Documents	Full Access	No Access	View Only
Company Tax Packages	Full Access	No Access	No Access
Leader Forms & Templates	Full Access	No Access	No Access
Global Documents	Administrator	Manager	Employee
Client Notices	View Only	View Only	View Only
Compliance Posters	View Only	View Only	View Only
Global HR & Payroll Forms	View Only	View Only	View Only